Attention Advisors

For access to our 401k|SAFE Advisor Portal

Keep the Benefit, Eliminate the Burden

A qualified retirement plan is a necessary benefit for attracting and retaining quality employees. However, there has never been more regulatory pressure for employers to properly address fiduciary responsibilities and plan administration for the 401(k) or 403(b) plans they sponsor. This increased regulatory compliance and audit risk have many employers seeking solutions to minimize the compliance burden and risk.

Each business has their own set of challenges in competing today. Below are some of the challenges that have brought employers to 401k SAFE:

Stories, Commentary and a Little News

Look, we know you get countless phone calls from advisors asking disturbing questions about what you are or aren’t doing in regards to your retirement plan. Despite all of these ominous questions, you can do this job on your own.…